David Grossman
David Grossman is a registered investment advisor at Kingsbridge Advisors, LLC, based in West Caldwell, NJ, with 45 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
33 Clinton Road, Suite 205, West Caldwell, NJ, 07006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is dually affiliated as a registered investment advisor with Kingsbridge Advisors LLC, dedicating about 10-20% of his time. He is also an owner/employee involved in sales at Kingsbridge Financial Group DBA Equitable, which takes nearly full-time hours, and is a trustee of his son's trust, requiring minimal time. David also has an outside insurance brokerage business with Guardian, Emerson Reid, Metlife, and VSP.
Employment History
Current Registrations
Kingsbridge Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Ing Financial Advisers, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
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